JONATHAN BRETT ROSNER is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with TRITONPOINT WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRITONPOINT WEALTH, LLC | 2023-10-18 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2020-02-12 | 2023-11-02 | — |
| WEALTHSPIRE ADVISORS | 2016-08-03 | 2020-02-05 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2014-05-05 | 2016-07-27 | — |